Overview
France spirits group's Q4 revenue fell 6.9%, impacted by delistings and trade negotiations
Full-year 2025 revenue declined 8.6% YoY
Company faced destocking from distributors and unstable economic conditions internationally
Outlook
Company intends to focus on profitable growth and innovation initiatives in 2026
Marie Brizard plans to strengthen presence in key markets using commercial networks
Company to leverage production capabilities through Industrial Services for growth
Result Drivers
DELISTINGS IMPACT - In France, the William Peel brand suffered from delistings by distributors, impacting Q4 revenues
ON-TRADE GROWTH - The On-Trade market performed well, with a 35.2% increase throughout 2025
INTERNATIONAL CHALLENGES - International revenues fell slightly due to reduced distributor stocks and economic instability, affecting sales in several regions
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Miss
EUR 172 mln
EUR 178 mln (1 Analyst)
Analyst Coverage
The one available analyst rating on the shares is "hold"
The average consensus recommendation for the distillers & wineries peer group is "buy"
Wall Street's median 12-month price target for Marie Brizard Wine and Spirits SA is €2.32, about 16.8% below its February 18 closing price of €2.79
The stock recently traded at 32 times the next 12-month earnings vs. a P/E of 34 three months ago
Press Release: ID:nGNEb2RQKc
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)